Form 5500 · Employee benefit plan · HEBRON, KY
THE C.W. ZUMBIEL COMPANY
The filing calls this plan THE C.W. ZUMBIEL CO. HEALTH CARE PLAN.
Public Form 5500 records show how THE C.W. ZUMBIEL COMPANY of HEBRON, KY, a manufacturing employer, structures its employee benefits. Its broker of record is CORPORATE PLANS LLC. Coverage is written through RXBENEFITS, INC. and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0499900 · plan 501 · plan year 2025, filed May 5, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
10 other employer plans in Kentucky have policy years ending in November. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with RXBENEFITS, INC., covers 269 people.
The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.
Reported premium across the insured contracts is $2,153,020, with $84,363 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
CORPORATE PLANS LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TOKIO MARINE HCC | Stop-loss | 267 | Dec 1, 2025 | $546,493 | $54,649 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 370 | Dec 1, 2025 | $279,306 | $29,714 |
| RXBENEFITS, INC. | Health | 269 | Dec 1, 2025 | $1,327,221 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
10 other employer plans in Kentucky are December 1 renewals (policy year ends November).
Their policy years end in November, like this plan’s, so most renew December 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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